Surevest, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 163 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 3.65 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$2,345,000
+9.1%
94,206
+4.5%
1.00%
-5.3%
Q3 2019$2,150,000
-4.1%
90,164
+4.8%
1.06%
-9.2%
Q2 2019$2,243,000
-7.2%
86,073
-6.2%
1.16%
-21.7%
Q1 2019$2,416,000
+32.4%
91,769
+24.7%
1.49%
+3.2%
Q4 2018$1,825,000–73,571–1.44%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders